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Koppers

169 hedge funds and large institutions have $752M invested in Koppers in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,400% more call options, than puts

Call options by funds: $740K | Put options by funds: $4K

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $631M → $752M (+$121M)

11% more funds holding

Funds holding: 152169 (+17)

1.97% more ownership

Funds ownership: 89.14%91.11% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 67

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
46
Reduced
67
Closed
8
Calls
$740K
Puts
$4K
Net Calls
+$736K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$131M -$3.47M -91,597 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.6M -$219K -5,780 -0.2%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$86.1M -$1.06M -28,003 -1%
RCMNY
4
Rubric Capital Management (New York)
New York
$45M +$2.77M +73,151 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$43.4M +$2.62M +69,282 +7%
State Street
6
State Street
Massachusetts
$30.1M +$363K +9,591 +1%
LSV Asset Management
7
LSV Asset Management
Illinois
$29.7M -$291K -7,700 -1%
Pzena Investment Management
8
Pzena Investment Management
New York
$22.3M -$83.7K -2,212 -0.4%
Invesco
9
Invesco
Georgia
$18.3M +$3.96M +104,590 +29%
Principal Financial Group
10
Principal Financial Group
Iowa
$17.3M -$600K -15,867 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16.4M +$595K +15,714 +4%
Charles Schwab
12
Charles Schwab
California
$14M -$6.36K -168 -0%
Morgan Stanley
13
Morgan Stanley
New York
$12.2M +$2.91M +76,796 +33%
SGCIA
14
Smith Graham & Co Investment Advisors
Texas
$11.7M -$106K -2,796 -0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10M -$250K -6,605 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.74M +$190K +5,031 +2%
Northern Trust
17
Northern Trust
Illinois
$9M +$76.8K +2,030 +0.9%
Bank of America
18
Bank of America
North Carolina
$7.63M -$32K -846 -0.4%
HNB
19
Huntington National Bank
Ohio
$7M -$75.7K -2,000 -1%
N
20
Nuveen
North Carolina
$6.77M -$255K -6,736 -4%
BCM
21
Bridgeway Capital Management
Texas
$5.96M +$215K +5,688 +4%
Ameriprise
22
Ameriprise
Minnesota
$5.62M -$432K -11,417 -7%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$4.89M +$3.58M +94,732 +326%
Federated Hermes
24
Federated Hermes
Pennsylvania
$3.79M +$39.6K +1,047 +1%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.75M +$964K +25,472 +37%

KOP Hedge Fund Activity: Q3 2023 in Review

169 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Koppers (KOP) for Q3 2023, worth a combined $752M — up 19% from $631M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KOP positions and 8 closed out — a net gain of 18 holders — while 46 added to existing stakes and 67 trimmed.

The largest buyer was Invesco, adding an estimated $3.96M. The largest seller was BlackRock, cutting an estimated $3.47M.

  • 169 institutional investors held Koppers (KOP) as of Q3 2023, up from 152 in Q2 2023.
  • Funds reported $752M of Koppers stock for Q3 2023, up 19% quarter-over-quarter.
  • 26 funds opened new Koppers positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Koppers buyer in Q3 2023 was Invesco, an estimated $3.96M added.
  • The largest Koppers seller in Q3 2023 was BlackRock, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2023.